Anic Equity¶
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Total return since start: 0.624 %¶
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Equity now: -----------------------------> 49620.21 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43604.04 Kr¶
PnL: ---------------------------------------> -1271.54 Kr¶
DD now: ---------------------------------> -6.589 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 16:19:32.323969'
Benchmark comparison¶
OMXS30 DJUS NDX DAX W1IDU
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 7.170000 | 1531.450000 | 108.450000 | 7.620000 | 1423.000014 |
| Nederman Holding | 1 | -2.840000 | 205.000000 | 6.000000 | 3.020000 | 199.000000 |
| Hennes & Mauritz B | 6 | -0.910000 | 916.680000 | 4.680000 | 0.510000 | 912.000000 |
| Eastnine | 6 | 0.370000 | 658.800000 | 1.800000 | 0.270000 | 657.000000 |
| Atrium Ljungberg B | 5 | 0.840000 | 901.500000 | -2.500000 | -0.280000 | 904.000000 |
| ASSA ABLOY B | 4 | -0.080000 | 988.000000 | -5.000000 | -0.500000 | 993.000000 |
| Profoto Holding | 7 | -1.440000 | 576.800000 | -5.200000 | -0.890000 | 581.999999 |
| BioGaia B | 8 | 2.000000 | 897.600000 | -6.400000 | -0.710000 | 904.000000 |
| INVISIO | 15 | 0.210000 | 3562.500000 | -9.500000 | -0.270000 | 3571.999995 |
| JM | 7 | 0.000000 | 940.100000 | -9.900000 | -1.040000 | 950.000002 |
| AcadeMedia | 20 | -0.740000 | 962.800000 | -15.200000 | -1.550000 | 978.000000 |
| Biotage | 1 | -6.200000 | 133.200000 | -15.800000 | -10.600000 | 149.000000 |
| OX2 | 12 | -1.650000 | 891.600000 | -17.400000 | -1.910000 | 909.000000 |
| Bufab | 3 | -0.110000 | 1058.400000 | -17.600000 | -1.640000 | 1076.000001 |
| Vitrolife | 3 | 0.180000 | 658.200000 | -18.800000 | -2.780000 | 677.000001 |
| Gränges | 10 | 0.200000 | 1020.000000 | -19.000000 | -1.830000 | 1039.000000 |
| Vitec Software Group B | 2 | -1.990000 | 1083.000000 | -21.000000 | -1.900000 | 1104.000000 |
| Hexatronic Group | 15 | 0.430000 | 1049.100000 | -21.900000 | -2.040000 | 1071.000000 |
| Creaspac SPAC | 40 | 0.000000 | 3812.000000 | -22.000000 | -0.570000 | 3834.000000 |
| Latour B | 4 | -1.980000 | 831.200000 | -24.800000 | -2.900000 | 856.000000 |
| Investor B | 3 | -0.960000 | 631.500000 | -26.500000 | -4.030000 | 657.999999 |
| Addnode Group B | 7 | -1.100000 | 877.800000 | -27.200000 | -3.010000 | 904.999998 |
| Sandvik | 4 | 0.150000 | 819.600000 | -28.400000 | -3.350000 | 848.000000 |
| Hoist Finance | 36 | 0.560000 | 977.400000 | -33.600000 | -3.320000 | 1010.999988 |
| Sagax B | 4 | -2.170000 | 849.200000 | -35.800000 | -4.050000 | 885.000000 |
| Byggmax Group | 33 | -0.560000 | 930.600000 | -36.400000 | -3.760000 | 966.999990 |
| Sagax A | 4 | -3.210000 | 844.000000 | -42.000000 | -4.740000 | 886.000000 |
| Orrön Energy | 170 | -2.480000 | 2003.450000 | -42.550000 | -2.080000 | 2045.999980 |
| Alimak Group | 12 | -0.860000 | 963.600000 | -43.400000 | -4.310000 | 1007.000004 |
| SKF B | 5 | -1.270000 | 936.500000 | -43.500000 | -4.440000 | 980.000000 |
| EQT | 4 | -2.450000 | 828.400000 | -44.600000 | -5.110000 | 873.000000 |
| Catena | 2 | 0.580000 | 760.800000 | -45.200000 | -5.610000 | 806.000000 |
| Platzer Fastigheter Holding B | 12 | -0.660000 | 902.400000 | -48.600000 | -5.110000 | 951.000000 |
| HEXPOL B | 8 | -5.180000 | 892.800000 | -64.200000 | -6.710000 | 957.000000 |
| Hexagon B | 26 | -1.380000 | 3337.100000 | -82.900000 | -2.420000 | 3420.000012 |
| VEF | 788 | -1.300000 | 1788.760000 | -114.240000 | -6.000000 | 1903.000300 |
| Sedana Medical | 93 | 0.800000 | 2585.400000 | -398.180000 | -13.350000 | 2983.577733 |
| TOTAL | 43607.240000 | -1268.340000 | -6.58908% | 44875.578016 |
Updated:¶
'2023-06-21 16:18:29.842833'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
